Katherine EGE signed CWGS Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CWGS Group, LLC's EIN is 46-3759013.
Download the official 2024 Form 5500 (PDF) for CWGS Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CWGS Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING, INC. | 84-0854432 | — | CONSULTANT | $46K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $9K | — |
| CURCIO WEBB | 36-4171366 | — | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | AUDITOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH SHAW LLP | 36-2152202 | — | LEGAL | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETMENT 2035 TRUST F T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $30.3M | 8.9% | |
| T. ROWE PRICE RETMENT 2040 TRUST F T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $28.1M | 8.2% | |
| STATE STREET S&P 500 IDX CLASS II STATE STREET · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $27.4M | 8.0% | |
| T. ROWE PRICE RETMENT 2045 TRUST F T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $26.2M | 7.7% | |
| T. ROWE PRICE RETMENT 2050 TRUST F T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $24.2M | 7.1% | |
| T. ROWE PRICE RETMENT 2030 TRUST F T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $24.2M | 7.1% | |
| Fidelity Contrafund K6 # | Mutual Funds | — | — | $24.0M | 7.0% | |
| T. ROWE PRICE RETMENT 2055 TRUST F T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $23.4M | 6.9% | |
| T. ROWE PRICE RETMENT 2060 TRUST F T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $18.3M | 5.4% | |
| T. ROWE PRICE RETMENT 2025 TRUST F T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $17.2M | 5.0% | |
| STATE ST RUSSELL SM/MD CAP IDX II STATE STREET · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $15.9M | 4.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $11.4M | 3.4% | |
| and maturity dates through 2033 # | Other securities | — | — | $11.4M | 3.4% | |
| MFS LARGE VALUE CLASS MSG GREAT GRAY · EIN 99-1068696 / PN 001 | Common Collective Trust | — | — | $9.4M | 2.7% | |
| Stable Value Account New York Life Group Annuity Contract # GA-32084 # | Stable Value | — | — | $7.9M | 2.3% | |
| Dodge & Cox Dodge & Cox Inc X # | Mutual Funds | — | — | $7.6M | 2.2% | |
| T. ROWE PRICE RETMENT 2020 TRUST F T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $7.3M | 2.1% | |
| American Funds EuroPacific Growth R6 # | Mutual Funds | — | — | $6.5M | 1.9% | |
| STATE ST GL ALL CP EX US IDX CL II STATE STREET · EIN 04-0025081 / PN 444 | Common Collective Trust | — | — | $5.7M | 1.7% | |
| T. ROWE PRICE RETMENT 2065 TRUST F T. ROWE PRICE · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $5.7M | 1.7% | |
| STATE STREET U.S. BD IDX CL XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $5.1M | 1.5% | |
| Self-Directed Brokerage Account *Various Personal Choice Retirement Account # | Self-Directed Brokerage | — | — | $3.6M | 1.1% | |
| T ROWE PRICE STABLE VAL A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.7% | |
| American Beacon Small Cap Value R6 # | Mutual Funds | — | — | $2.3M | 0.7% | |
| T. ROWE PRICE RETMENT 2015 TRUST F T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.5% | |
| Hood River Small-Cap Growth Retirement # | Other securities | — | — | $1.8M | 0.5% | |
| STATE STREET US INFLATION PROTECTED STATE STREET · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $902K | 0.3% | |
| T. ROWE PRICE RETMENT 2005 TRUST F T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $678K | 0.2% | |
| Dimensional DFA Global Real Estate Sec I # | Mutual Funds | — | — | $555K | 0.2% | |
| T. ROWE PRICE RETMENT 2010 TRUST F T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $435K | 0.1% | |
| Money Market Fund *State Street Bank & Trust Co. Cash Reserve Account # | Cash / Money Market | — | — | $435K | 0.1% | |
| Gabelli US Money Market I # | Cash / Money Market | — | — | $241K | <0.1% | |
| Blackrock High Yield Bond K # | Other securities | — | — | $157K | <0.1% | |
| Fidelity International Bond Index # | Mutual Funds | — | — | $132K | <0.1% | |
| T. ROWE PRICE RETMENT BAL TRUST F T. ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT AGGREGATE BOND INDEX NL TIER 3 NORTHERN TRUST · EIN 45-6138589 / PN 243 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT ACWI EX-US IMI INDEX NL TIER 3 NORTHERN TRUST · EIN 45-6138589 / PN 568 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT EXTENDED EQ MKT INDEX NL TIER 3 NORTHERN TRUST · EIN 45-6138589 / PN 575 | Common Collective Trust | — | — | $0 | <0.1% | |
| NORTHERN TRUST S&P 500 IDX NL T3 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
